Financial Advisor

Job Description Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Florida. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in making unique portfolios made up of stocks and bonds. The ideal...

Job Description Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Miami. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in making unique portfolios made up of stocks and bonds. The ideal...

Description : As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational...

Job Description $500MM AUM 3 member team is looking for a successor advisor to continue building and servicing the firms clients.  Extraordinary opportunity for a dynamic, experienced advisor to expand their clientele base. The team has established a fundamental approach to investing on behalf of their clients, creating their own portfolios with individual...

Job Description $500MM AUM 3 member team is looking for a successor advisor to continue building and servicing the firms clients.  Extraordinary opportunity for a dynamic, experienced advisor to expand their clientele base. The team has established a fundamental approach to investing on behalf of their clients, creating their own portfolios with individual...

Job Description $500MM AUM 3 member team is looking for a successor advisor to continue building and servicing the firms clients. Extraordinary opportunity for a dynamic, experienced advisor to expand their clientele base. The team has established a fundamental approach to investing on behalf of their clients, creating their own portfolios with individual...

Motilal oswal Financial services **Designation**: Advisors **Location1**: All India 1+ years of exp in advisor role with NISM 8 certification. **Salary**: 3-6 LPA

Job Description Job Title:- Debt Counselling /Financial Advisor  Experience:-1-2 yr Location:- Noida Budget:-2.4 LPA Skills:-Credit Sales, Tele sales, Core tele sales and Sales (Finacnce Background) Requirements:- Good communication  Well-versed with social media apps (WhatsApp, Facebook, Instagram, Telegram etc) Experience doing research using...

Company Description LIC (Life Insurance Corporation) is the largest financial institution and life insurance organization in India. It is a state-owned public sector company with its central office in Mumbai. LIC has 8 zonal offices, 109 divisional offices, and 2048 fully computerized branches. To extend its services to rural areas, LIC has also opened 992...

Job Description Profile Name: Financial AdvisorLocation- Kandivali- Mumbai Responsibilities: ·         Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.·         Answering client questions about...

Job Description Profile Name: Financial AdvisorLocation- Kandivali- MumbaiResponsibilities: · Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.· Answering client questions about financial plans and strategies and giving...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities To up sell MF products to Wealth Clients as per the assigned database, generation of...

Company Description Finsun Advisor Pvt Ltd is a financial and business advisory firm based in Pune. Our services include Credit Rating Advisory, Debt & Equity syndication, Foreign funding, Structured Solutions, Bridge Funding, Due diligence, Corporate transaction Advisory and Risk Management, Business-modelling and Evaluation of Process Controls and Risk...

About Open : The world needs a superpower that revolutionizes digital banking for small businesses and financial institutions That's why we built Open a digital banking enterprise that builds industry defining banking products for businesses, startups, freelancers, financial institutions and more.. We have already built several powerful forces like Open...

Designation: Unit Manager / Development Manager / Financial Services Manager Location: Pan India Experience: 0 to 8 Years (Sales experience preferred) CTC: 2.5 LPA – 5.5 LPA Minimum Qualification: Graduate in Any Stream Role Description: We are seeking passionate individuals to join our team as Unit Managers, Development Managers, or Financial...

**Medical Advisor ( Job ID : 000000653 )**: NA Experience **2 - 5 years** Offered Salary Notice Period **Not Disclosed** JD for Dr: Roles & Responsibilities: 1] Handling health claims/Cashless reimbursements as per the prescribed manner within the TAT 2] Verification of medical documents for justification of claims 3] Good in medical knowledge and...

Job Title: Senior Legal Advisor Job Summary: We are seeking an experienced attorney to review and support the negotiation of various English language contracts, including Non-Disclosure Agreements, Master Services Agreements, and Data Privacy Agreements, among others. Principal Responsibilities: Review and amend US and English law contracts per...

Job Title: Senior Legal Advisor Job Summary: We are seeking an experienced attorney to review and support the negotiation of various English language contracts, including Non-Disclosure Agreements, Master Services Agreements, and Data Privacy Agreements, among others. Principal Responsibilities: - Review and amend US and English law contracts per...

Job Description: FICO Blaze Developer/Advisor Position Overview: We are seeking a skilled FICO Blaze Developer/Advisor with experience in DMP Modeler to join our team. As a FICO Blaze Developer/Advisor, you will be responsible for developing, implementing, and maintaining business rules and decision management solutions using FICO Blaze Advisor and DMP...

Job Description: FICO Blaze Developer/AdvisorPosition Overview:We are seeking a skilled FICO Blaze Developer/Advisor with experience in DMP Modeler to join our team. As a FICO Blaze Developer/Advisor, you will be responsible for developing, implementing, and maintaining business rules and decision management solutions using FICO Blaze Advisor and DMP...